Same as functions of Admin Team Head and including:1. Monitors status of accounts in the pipeline and prepares strategies to secure saidaccounts.2. Assists subordinates in their sales call with client with respect to insurance discussionand presentations.3. Entertains calls, request for quotations, endorsements and policies and other inquiriesfrom clients, insurance companies, and other units.4. Visits various SM Engineering Group’s’ office to discuss and implement… Show more Same as functions of Admin Team Head and including:1. Monitors status of accounts in the pipeline and prepares strategies to secure saidaccounts.2. Assists subordinates in their sales call with client with respect to insurance discussionand presentations.3. Entertains calls, request for quotations, endorsements and policies and other inquiriesfrom clients, insurance companies, and other units.4. Visits various SM Engineering Group’s’ office to discuss and implement salesstrategies and satisfy client servicing requirements at least once a month.5. Assists clients with Accounting or Claims concerns and to coordinate with respectiveunits.6. Provides official Progress Reports with regard to production results vs budget.7. Ensures that policies and endorsements are issued and released to clients withinprescribed Turn-Around Time (TAT). Show less

1. Assists in managing, monitoring and application of the unit's unapplied payments, aged 61 days and over.2. Ensures accurate tagging of payments for refund and immediate release of refund to clients.3. Reviews/Checks Refund Request Forms prepared by Account Officers or Renewal/Admin Staff.4. Coordinates with Marketing and Collection Teams in managing account receivables aged over 90 days by prioritizing payment arrangements.5. Ensures that AR over 90 days and delinquent or… Show more 1. Assists in managing, monitoring and application of the unit's unapplied payments, aged 61 days and over.2. Ensures accurate tagging of payments for refund and immediate release of refund to clients.3. Reviews/Checks Refund Request Forms prepared by Account Officers or Renewal/Admin Staff.4. Coordinates with Marketing and Collection Teams in managing account receivables aged over 90 days by prioritizing payment arrangements.5. Ensures that AR over 90 days and delinquent or default installments are with approved credit term extension from insurers.6. Follows the agreed broking procedures and/or specific work instructions in handling new business and renewals.7. Coaches/Supervises Account Officers/Account Brokers in proper work flow and office processes and procedures.Ensures continuous capability development by participating in both in-house and external training.8. Monitors, procures and/or submit monthly Renewal Persistency Report and New/Organic Summary.9. Assists in special projects (i.e. UAT on System Enhancements, Audit Finding Incidents)Performs other duties as may be assigned by the Unit Head or senior management from time to time.10. Monitors masterlist of Submitted Policies and reminds Corbank/WLID of the expiring policies one month before expiry. 11. Maintains and monitors masterlist of all renewal accounts in coordination with each team within the unit.12. Ensures that Master Expiry Lists (MEL) are submitted and given timely and accurate dispositions by each team within the prescribed Turn-Around Time (TAT).13. Updates status of Expiry List extracted by Quality Assurance Team, tagged in the system as No Disposition, For TSU and Unrenewed. Indicates reason for Lost Accounts, particularly on Mortgaged Accounts. Show less

Mainly responsible for premium production target of BPI Division2. Also responsible for the management of premium receivables, i.e. reduction of over6-months account receivables to 0%.3. Set sales strategy of the BPI Division to ensure attainment of Sales targets4. Ensure attainment of said sales targets on a monthly basis for BPI Division5. Create process improvement6. Approve premium payments through PDC's within approved credit terms7. Approve/Issue new and… Show more Mainly responsible for premium production target of BPI Division2. Also responsible for the management of premium receivables, i.e. reduction of over6-months account receivables to 0%.3. Set sales strategy of the BPI Division to ensure attainment of Sales targets4. Ensure attainment of said sales targets on a monthly basis for BPI Division5. Create process improvement6. Approve premium payments through PDC's within approved credit terms7. Approve/Issue new and renewal policies.8. Monitor compliance with agreed TAT's.9. Monitor compliance with approved procedures & guidelines.10. Conduct performance review of subordinates and prepare performance appraisalreport Show less